Portfolio Management

Albridge Wealth Reporting™ (formerly StatementOne) - Consolidate client account and portfolio
information and generate a variety of performance reports fast and efficiently. Enterprise investment
account data is collected from financial custodians and clearing houses, scrubbed, normalized,
reconciled, and delivered to you via a browser. Data is integrated from Albridge to other CONNECTUP applications, making this application an essential time-saver!

Albridge Data Aggregation™ (aka CashEdge) - An add-on solution that allows clients' held-away
assets to be downloaded into Albridge Wealth Reporting.

Morningstar® Advisor Workstation—This web-based solution facilitates investment research, client communications and portfolio management.